Bank of the James Financial Group, Inc.
Bank of the James Financial Group, Inc. (BOTJ) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · BOTJ · as of Sep 30, 2025
Ownership Breakdown
24
Institutional Holders
$17.86M
Total Inst. Value
▲ $3.15M vs Q2
4.54M
Shares Outstanding
freeFloat 75.51%
1.14M
13F Shares Held
▲ 95,955 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
BOTJ largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
FOURTHSTONE LLC state commercial banks | 291.8K | 6.42% | 6.42% | $4.55B | Nov 14, 2025 | ▲ 66.2K |
PETTYJOHN, WOOD & WHITE, INC state commercial banks | 256.0K | 5.63% | 5.63% | $3.99B | Nov 13, 2025 | ▼ 1.1K |
VANGUARD GROUP INC state commercial banks | 185.2K | 4.08% | 4.08% | $2.89B | Nov 7, 2025 | ▼ 7.4K |
CAPTRUST FINANCIAL ADVISORS state commercial banks | 143.1K | 3.15% | 3.15% | $2.23B | Nov 19, 2025 | ▼ 389 |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 41.0K | 90.14% | 90.14% | $639.06M | Nov 12, 2025 | ▲ 960 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC state commercial banks | 36.2K | 79.76% | 79.76% | $565.31M | Nov 14, 2025 | ▲ 868 |
KRILOGY FINANCIAL LLC state commercial banks | 33.5K | 73.81% | 73.81% | $568.38M | Nov 6, 2025 | NEW |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 32.7K | 71.90% | 71.90% | $509.57M | Nov 12, 2025 | — held |
EMPOWERED FUNDS, LLC state commercial banks | 23.2K | 51.15% | 51.15% | $362.51M | Nov 13, 2025 | ▲ 868 |
FIRST MANHATTAN CO. LLC. state commercial banks | 22.3K | 49.11% | 49.11% | $348.05M | Nov 14, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
8
Increased
+69.7K shares2
New Positions
first time holders6
Decreased
−9.1K shares2
Sold Out
fully exitedNet shares change (top 50)
+60.6K
+69.7K / −9.1K
Net new holders
+2
2 new / 2 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
BOTJ insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
3
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
JAMERSON PHILLIP C director | May 7, 2026 | Purchase | 1,000 | $23.40 | $23.4K | 18.2K | Form 4 ↗ |
ADDISON LEWIS C director | May 7, 2026 | Purchase | 82 | $23.18 | $1.9K | 19.7K | Form 4 ↗ |
BRYANT WILLIAM C III director | May 6, 2026 | Purchase | 1,043 | $23.11 | $24.1K | 77.7K | Form 4 ↗ |
CHAPMAN ROBERT R President | Feb 20, 2026 | Purchase | 1,200 | $20.89 | $25.1K | 124.1K | Form 4 ↗ |
BRYANT WILLIAM C III director | Feb 19, 2026 | Purchase | 600 | $20.82 | $12.5K | 76.7K | Form 4 ↗ |
BRYANT WILLIAM C III director | Feb 12, 2026 | Purchase | 396 | $20.00 | $7.9K | 76.1K | Form 4 ↗ |
ADDISON LEWIS C director | Feb 10, 2026 | Purchase | 93 | $20.50 | $1.9K | 19.6K | Form 4 ↗ |
JAMERSON PHILLIP C director | Nov 25, 2025 | Purchase | 100 | $17.59 | $1.8K | 17.2K | Form 4 ↗ |
JAMERSON PHILLIP C director | Nov 24, 2025 | Purchase | 1,014 | $16.65 | $16.9K | 17.1K | Form 4 ↗ |
BRYANT WILLIAM C III director | Nov 17, 2025 | Purchase | 59 | $16.75 | $988.25 | 75.7K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Bank of the James Financial Group, Inc. (BOTJ) is primarily owned by institutional investors, who hold approximately 25.1% of total shares outstanding. Company insiders own approximately 24.49%, while retail and public investors account for the remaining 50.38%.
The largest institutional shareholder of Bank of the James Financial Group, Inc. is FOURTHSTONE LLC, holding approximately 291,782 shares — equal to 6.42% of outstanding shares — as of September 30, 2025.
A total of 24 institutional investors currently hold BOTJ stock, with a combined institutional value of approximately $17,860,034 as of the most recent 13F filing period.
Frequently asked questions
BOTJ ownershipBank of the James Financial Group, Inc. (BOTJ) is primarily owned by institutional investors, who hold approximately 25.1% of shares. The largest shareholder is FOURTHSTONE LLC with a 6.42% stake. Company insiders hold 24.49%. Data sourced from SEC Form 13F as of September 30, 2025.